That 401(k) Podcast

#35: That One About Things That Annoy Us

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the things that annoy in the retirement plan industry in this cathartic episode.

Check out that401ksite.com for more information on That 401(k) National Conference.

#34: That One From Kansas City

Ary Rosenbaum (The Rosenbaum Law Firm P.C and that401ksite.com) and Dan Venturi talk about their adventures in Kansas City in preparation of That 401(k) Conference in the City of Fountains as well as discussions over That 401(k) National Conference at Walt Disney World next March.

Check that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.

#33: That One About The Guys From JetPay

This week, Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk to the people from JetPay including President Michael Pires to discuss their services and integration with 401(k). 

#32: That One About Plan Sponsors Watching Those TPA Referrals

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about referrals for third-party administrators (TPAs) and why plan sponsors need to actually vet them and understand the level of service a particular TPA may offer.

#31: That One About Bad Reasons For Firing Your Plan Provider

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dav Venturi (Bright Worxx) discuss the bad reasons that plan sponsors use in firing their bad providers. 

#30: That One About How Plan Providers Can Avoid Dying

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about the way plan sponsors can avoid dying as Ary recall his stint as a law firm associate as his former law firm is dying.

Check out that401ksite.com for more information on That 401(k) Conference.

#29: That One About Plan Enrollment/Plan Education Meetings

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about plan enrollment/plan education meetings and why plan sponsors need to be concerned about them. 

Check out that401ksite.com for articles and information on upcoming That 401(k) Conference events such as Atlanta, Kansas City, Denver, and Foxboro. 

#28 That One About Tasks That 401(k) Plan Sponsors Ignore

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about some of the important tasks that too many 401(k) Plan Sponsors ignore.

#27 That One From Tropicana Field

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about some of the presentations and issues brought from That 401(k) Conference in Tropicana Field.

#26 That One About Threats To 401(k) Plan Sponsors Besides Class Action Lawsuits

Ary Rosenbaum (The Rosenbaum Law Firm and that401ksite.com) and Dan Venturi (Bright Worxx) discuss real threats other than a class action lawsuit for 401(k) plan sponsors. For small and mid-size plan, these type of plans have much greater potential threats than a big class action lawsuit.